by Savvysite | Mar 7, 2018 | Investing, Retirement Planning
Today’s Financial Planning tip will cover “What is a Roth IRA?” A Roth IRA, is an Individual Retirement Account used by individuals to save for retirement with after tax income that grows tax free and distributions are tax free. However, there are certain rules and...
by Savvysite | Feb 23, 2018 | Retirement Planning, The Savvy Minute, Uncategorized
Today’s Financial Planning tip will cover “What is an IRA?” An IRA, is an Individual Retirement Account that is an investing vehicle used by individuals to save for retirement with tax free growth. What this means for you is that once the money is contributed in the...
by Savvysite | Dec 11, 2017 | Retirement Planning, SWWM, The Savvy Minute
Today’s tip will cover “Which retirement account should I withdraw on first?” If you have a combination of taxable accounts and tax deferred accounts saved for retirement, a straight answer would be to withdraw money from your taxable and tax-free investment accounts...
by Savvysite | Nov 30, 2017 | Retirement Planning, SWWM, The Savvy Minute
If you have been saving for retirement for a while now, you may be thinking how long do I have before I can retire. Or, if you are already retired, you may be thinking will my money last? A few things you should consider about are…Will you outlive your money? And,...
by Savvysite | Nov 14, 2017 | Retirement Planning, SWWM, The Savvy Minute
Today’s tip will cover “What retirement plans offer tax benefits?” Well, there are many different types of retirement plans that offer tax benefits available to you with different rules about contributions and distributions. Some retirement plans are sponsored by...
by Savvysite | Oct 27, 2017 | Retirement Planning, SWWM
Do you want to travel when you retire? Well, you are not alone. I have met with many women over the years and the most popular response from them is wanting to travel in retirement. So, my advice to those of you that want to travel in retirement, is to start...
